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Tiziano Frateschi
Tiziano Frateschi
Articles (2300)  | Author's Website |

5 Guru Stocks Outperforming the Market

Sony tops the list

January 22, 2020 | About:

According to the GuruFocus All-in-One Screener, a Premium feature, the following guru-owned stocks have outperformed the S&P 500 Index over the past 12 months as of Jan. 22.

Sony

Sony Corp. (NYSE:SNE) has a market cap of $88.78 billion. It has outperformed the S&P 500 by 19.14% over the past year.

Shares are trading with a price-earnings ratio of 11.96. According to the discounted cash flow calculator, the stock is overpriced by 11.89% at $72.44. As of Wednesday, the share price was 72.85% above the 52-week low and 0.70% below the 52-week high.

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The company, which manufactures a variety of consumer electronics, has a profitability rating of 4 out of 10. The return on equity of 22.98% and return on assets of 4.05% are outperforming 59% of companies in the hardware industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 1.52 is above the industry median of 1.18.

PRIMECAP Management (Trades, Portfolio) is the company's largest guru shareholder with 3.26% of outstanding shares, followed by Mario Gabelli (Trades, Portfolio) with 0.26% and Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.23%.

Morgan Stanley

With an $89.12 billion market cap, Morgan Stanley (NYSE:MS) has outperformed the S&P 500 by 10.28% over the past 12 months.

Shares are trading with a price-earnings ratio of 10.77. According to the DCF calculator, the stock is overpriced by 0.20% at $55.74. As of Wednesday, the price was 43.78% above the 52-week low and 3.20% below the 52-week high.

The investment bank has a profitability rating of 4 out of 10. While the return on equity of 10.54% is outperforming the sector, the return on assets of 1.03% is underperforming 51% of companies in the capital markets industry. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.09 is below the industry median of 0.51.

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The company’s largest guru shareholder is Jeff Ubben (Trades, Portfolio)’s ValueAct Holdings with 1.37% of outstanding shares, followed by Richard Pzena (Trades, Portfolio) with 0.53% and the T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.49%.

Fiserv

Fiserv Inc. (NASDAQ:FISV) has a market cap of $82.22 billion. It has outperformed the S&P 500 by 33.99% over the past year.

Shares are trading with a price-earnings ratio of 55.99. According to the DCF calculator, the stock is overpriced by 155% at $121.47. As of Wednesday, the price was 57.80% above the 52-week low.

The company, which provides electronic funds transfer, payment processing and loan processing services, has a profitability rating of 9 out of 10. The return on equity of 10.95% and return on assets of 3.55% are outperforming 90% of companies in the diversified financial services industry. Its financial strength is rated 4 out of 10. The cash-debt ratio of 0.05 is far below the industry median of 10,000.

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The company’s largest guru shareholder is Larry Robbins (Trades, Portfolio) with 0.40% of outstanding shares, followed by Leon Cooperman (Trades, Portfolio) with 0.31% and Mairs and Power (Trades, Portfolio) with 0.29%.

Estee Lauder

With a market cap of $78.08 billion, The Estee Lauder Companies Inc. (NYSE:EL) has outperformed the S&P 500 by 48.71% over the past 12 months.

Shares are trading with a price-earnings ratio of 42.54. According to the DCF calculator, the stock is overpriced by 82% at $212. As of Wednesday, the price was 73.77% above the 52-week low and 1.82% below the 52-week high.

The cosmetics company has a profitability rating of 9 out of 10. The return on equity of 42.31% and return on assets of 14.09% are outperforming 90% of companies in the consumer packaged goods industry. Its financial strength is rated 6 out of 10. The cash-debt ratio of 0.37 is below the industry median of 0.39.

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Spiros Segalas (Trades, Portfolio) is the company's largest guru shareholder with 0.79% of outstanding shares, followed by Steven Cohen (Trades, Portfolio) with 0.15%, Pioneer Investments (Trades, Portfolio) with 0.07% and Jeremy Grantham (Trades, Portfolio) with 0.02%.

Intuit

Intuit Inc. (NASDAQ:INTU) has a market cap of $73.66 billion. It has outperformed the S&P 500 by 6.53% over the past 12 months.

Shares are trading with a price-earnings ratio of 47.24. According to the DCF calculator, the stock is overpriced by 167% at $282.19 per share. As of Wednesday, the price was 35.85% above the 52-week low and 4.61% below the 52-week high.

The company, which provides business and financial software, has a profitability rating of 10 out of 10. The return on equity of 46.39% and the return on assets of 26.65% are outperforming 96% of companies in the software industry. Its financial strength is rated 8 out of 10. The cash-debt ratio of 3.44 is above the industry median of 2.21.

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The company’s largest guru shareholder is PRIMECAP Management with 0.98% of outstanding shares, followed by Frank Sands (Trades, Portfolio) with 0.85% and Philippe Laffont (Trades, Portfolio) with 0.18%.

Disclosure: I do not own any of the stocks mentioned.

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About the author:

Tiziano Frateschi
You can read about me on www.theextraincome.info, which gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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